Phoolio18’s Activity

Today

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 4 hours ago

Re: Thoughts on Price to Sale

There is almost no way one can say NTNX is expensive or “not cheap” based on the real metrics.

I know that is a flippant statement but it is true if you are a growth investor. Period.

NTNX is cheap and that is a big reason I have [more]

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 6:22 PM

Re: Shopify issues more shares

The optimistic view of the share offering is, “Because they could...”

SHOP is going to be tied to the general economy more than likely. If a recession happens, having cash is a great thing. Get while the gettins good...

As far as [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 6:09 PM

Re: "Cheap" or Turnaround Port

What about ANET, YEXT & ZUO?

Wed Dec 12

Stock Advisor Boards Post

Phoolio18 replied to the Stock Advisor boards. 7:43 PM

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Boards Post

Phoolio18 posted to the Saul's Investing Discussions board. 3:21 PM

FCC Text Blocking - TWLO

FCC affirms wireless carriers' right to block texts.

I received this alert in Seeking Alpha so don’t have a link, but googling the above will likely land you in the right spot.

I really have zero idea if this will affect TWLO [more]

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 1:27 AM

Re: PVTL earnings announced

Bear,

They have been growing on a QoQ and TTM basis above 50%, but I certainly see your point.

Do keep in mind a couple of things. The company has shown a tendency to beat their forecast. If next quarter is the same, we should [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 12:17 AM

Re: PVTL earnings announced

Tinker,

No clue how the 14 new customers are spending, but sub growth was 53% at 93% margins. NRR was 150%. Customers are obviously finding their products important in how they deploy software.

Yes, if all 14 customers signed up at [more]

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 12:03 AM

Re: PVTL earnings announced

I could be wrong, but the biggest red flag that I see is the lack of new customers.

The business focuses on a large overhaul in how enterprises go about developing software. They target big clients. Because of that, the number of [more]

Tue Dec 11

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 11:30 PM

Re: PVTL earnings announced

Money,

Don’t understand the angst toward Vol. He’s just posting on boards he visits and sometimes posts on several boards. I wouldn’t take offense to it.

Why isn’t it okay to question? Nobody has to post their returns and sometimes [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 11:27 PM

Re: Climate Change

Nobody has posted any specific rebuttals to what I did. And that is fine. I’ve been trying to find some myself and cannot.

Am listening to what Denny posted and thank you. However, I’m hoping there is someone that takes direct aim at some [more]

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Boards Post

Phoolio18 replied to the Saul's Investing Discussions board. 6:09 PM

Re: PVTL earnings announced

Bear,

A few points to consider.

The valuation is relatively low. Subscription growth grew 53% this quarter. Next quarter guidance calls for almost 10% growth sequentially which would be 47% growth and they have surpassed guidance on [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 4:47 PM

Re: PVTL Redux

Overall, the numbers were positive.
150% NRR.
93% gross margins on sub.
100.8M in sub - 53% growth.

Customer growth was 17% and you don’t need much when each customer grows 50% every year.

Guidance looked good as well [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 3:57 PM

Re: Climate Change

Interesting how quickly an ad hominem attack arose.

I was hoping someone could cite information that would discredit some of the things discussed.

Parameterization was a key item. That might be something interesting to explore. And [more]

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Phoolio18 posted to the New Paradigm Investing board. 1:12 PM

Climate Change

Not trying to start an argument here, but I'd like to hear what others think.

I don't have skin in this game (okay I do live on earth but don't have a fully formed opinion on CC), but my belief in science would be shaken even [more]

Mon Dec 10

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:30 PM

Re: Cloudera (CLDR)

But as indicated w MDB, taking out Hortonworks does not necessarily remove competition.

Ok. Here's what I can try to succinctly summarize here.

TTM EV/S of the new enterprise is roughly 3.2X. I expect this is de-risked [more]

Sun Dec 9

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 9:11 PM

Re: Cloudera (CLDR)

Yes, and Mongo can probably handle 80% of the use cases expressed in the TAM.

You’re getting to the real question at hand in terms of the survivability of the company and long term prospects.

That said, if there is a niche [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:02 PM

Re: Cloudera (CLDR)

I suppose Bert must be more optimistic about a merger with Horton because the above growth numbers would favor PVTL over CLDR as a recovery play IMO.

Yes. Bert has been optimistic since the merger was announced.

A.J.

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 5:00 PM

Re: Cloudera (CLDR)

How has this changed.....I haven’t really looked it over recently.

I invested in Hortonworks and made a decent chunk of change before getting out. I would have made more if I would have held a bit longer. While I have some [more]

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Boards Post

Phoolio18 replied to the New Paradigm Investing board. 3:51 PM

Re: Huawei Stealing Cisco's Stuff

I don’t abhor the Chinese for what they’ve done because primarily “we” and when I say “we” I mean the Western world, but certainly in large part America, have allowed them to take advantage of us. Nobody allows being taken advantage of unless it is [more]

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Boards Post

Phoolio18 posted to the New Paradigm Investing board. 3:12 PM

Cloudera (CLDR)

I’m not finished reviewing Cloudera’s recent earnings. Bert just came out with an article reviewing the company’s prospects which will be available on Seeking Alpha shortly. In short, he seems to be quite positive.

Here’s an example of [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2182
Recs Received 4211
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Recs to Posts Ratio (last 30 days) 6.00
Threads Started 223
Threads Started Percentage 10.22 %
Most Frequent Board New Paradigm Investing
Very First Post A Options: Help Desk post. (8/23/2013)
Percentage of Posts Rec'd 57.61 %
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